CPQ for Creatio
Coming soon
CPQ is an advanced sales tool that automates and guides you through the quoting process, empowering your sales team to easily assemble complex and accurate quotes while ensuring consistency with pricing strategies.

Overview

Product overview

Product description
CPQ (Configure, Price, Quote) integrates with Creatio CRM to streamline sales processes, ensuring accurate pricing/quotes, and personalized solutions.
This boosts sales efficiency, streamlines operations, enhances customer satisfaction, and drives profitable growth with seamless automation.

Key Features

Advanced product configurations

Smarter selling with auto-added related items and built-in rules for mandatory, recommended, and non-compatible products.

Product bundle configurations

Easily build fixed-price or dynamic bundles. Group and present products in flexible sets that empower customers to create tailored bundles while maximizing upsell opportunities.

Rule based pricing

Seamlessly connect customers to standard price lists with automatic application to every quote.

Rule based discounting

Instantly view products with discounts automatically applied, and toggle them on or off with a single click.

Quote validation

Guarantee accuracy by validating product quantities, discount levels, and quote totals against company standards.

Generate validated quote

Only error-free, fully compliant quotes make it out the door!

Industries

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid

Compatible with Creatio

Version
8.2.2 and up

Release information